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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Clients and Projects permissions

Access to projects is managed at the client level. Anyone with access to a client can access all of its projects.

Overview

  • Permissions are managed at the client level.
  • Everyone with access to a client automatically has access to all projects within it.
  • You can't manage or view permissions on an individual project.
important
Being a company administrator lets you manage who has access to a client. It doesn’t give you access to the client's work. To refer to a client's projects or use the client in a conversation, you must be added to that client as an owner or collaborator.

Manage client access

  • Client owners and company administrators can add users to a client from the
    Client Settings
     page.
  • Each user is assigned the role of owner or collaborator.
  • Adding a user to a client gives them access to all projects under that client.
  • Owners can create projects within their client. Collaborators can't.
  • Client Settings
     and
    Project Settings
     both show a notice that project permissions come from the client.
  • Company administrators can create many clients at once and assign them to users by downloading and completing the Excel template in the bulk client creation flow.

Company administrators: add yourself to a client

Company administrators can't add themselves as an owner or collaborator. If you try, this message will appear:
Updated 0 of 1 owner assignments. 1 failed — try again.
To get access to a client's work, ask another client owner or company administrator to add you from the
Client Settings
 page.
  • Once you're added:
    • The client and its projects appear in your lists.
    • You can use the client in conversations.

Client list

  • You'll be able to view every client where you are an owner or collaborator.
  • Company administrators can view all clients and open any of them to manage user access.
  • Company administrators won't be able to view a client's projects unless they are an owner or collaborator on that client.

Project list

  • You'll be able to view every project in clients where you are an owner or collaborator.